See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 7-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC5 years Filed as: T. ROWE PRICE RPS, INC. Service code 15 · EIN 52-1309931 | Recordkeeping | $17,296 |
Filed as: ALL SPRING GLOBAL Service code 28 525 MARKET STREET 10TH FLOOR · SAN FRANCISCO, CA 94105 | Investment Management | $0 |
AMERICAN FUNDS5 years Service code 28 · EIN 95-1411037 | Investment Management | $0 |
Filed as: FIDELITY Service code 28 · EIN 04-2647786 | Investment Management | $0 |
JANUS HENDERSON5 years Filed as: JANUS FUNDS Service code 28 · EIN 43-1804048 | Investment Management | $0 |
MORGAN STANLEY SMITH BARNEY5 years Filed as: JP MORGAN FUNDS Service code 28 · EIN 13-2624428 | Investment Management | $0 |
Filed as: PRUDENTIAL FUNDS Service code 28 P.O. BOX 534432 · PITTSBURGH, PA 152534432 | Investment Management | $0 |
T ROWE PRICE RPS INC5 years Filed as: T ROWE PRICE RPS, INC Service code 15 | Recordkeeping | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,015 | $62,327-64.7% | $120,354-81.7% | $74,495-70.4% |
| Participation rate | 93.8% | 56.8%+37.0pp | 71.9%+21.9pp | 67.2%+26.6pp |
| Annual return | 14.11% | 18.61%-4.5pp | 107.15%-93.0pp | 1364.94%-1350.8pp |
| Employer contribution / active EE | $2,566 | $1,843+39.2% | $3,463-25.9% | $2,623-2.2% |
| Participant deferral / active EE | $3,974 | $2,893+37.4% | $4,991-20.4% | $4,346-8.5% |
| Admin fee / account holder | $98 | $2,396-95.9% | $9,423-99.0% | $1,942-94.9% |